See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,253 | $90,503-71.0% | $78,689-66.6% | $273,961-90.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -9.25% | 75.60%-84.9pp | 62.18%-71.4pp | 41.45%-50.7pp |
| Employer contribution / active EE | $10,839 | $3,176+241.3% | $2,851+280.2% | $4,869+122.6% |
| Participant deferral / active EE | $8,595 | $3,901+120.3% | $3,517+144.4% | $5,287+62.6% |
| Admin fee / account holder | $2,008 | $5,263-61.8% | $4,510-55.5% | $10,132-80.2% |